ERTS Wealth Advisors, LLC VOO Holdings History
ERTS Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 1,133.00 shares of Vanguard S&P 500 ETF(VOO), totaling $582,260.00. This investment constitutes 0.11% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then ERTS Wealth Advisors, LLC has made 2 purchases of VOO, at an average price of $493.46, for a total of 2,311.00 shares. In addition, there have been 2 sales at an average price of $519.08 for 1,178.00 shares. Based on historical transaction data and VOO's current price of $581.20, ERTS Wealth Advisors, LLC's estimated gain on his VOO holdings is $129,594.87, reflecting a 11.36% gain to date.
ERTS Wealth Advisors, LLC VOO ($581.20) Holding Chart
ERTS Wealth Advisors, LLC VOO ($581.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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